See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,179 | $109,413+40.0% | $156,263-2.0% | $84,808+80.6% |
| Participation rate | 78.0% | 72.7%+5.4pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 23.70% | 20.18%+3.5pp | 59.47%-35.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,608 | $2,907-10.3% | $4,333-39.8% | $2,631-0.9% |
| Participant deferral / active EE | $6,762 | $4,590+47.3% | $6,158+9.8% | $4,212+60.6% |
| Admin fee / account holder | $2,137 | $9,357-77.2% | $14,255-85.0% | $7,344-70.9% |